Other FAQ Categories
Frequently Asked Policy Questions
Policies
- How do I add spacing in a numbered list?
- What is the difference between a “Mandatory” policy and a “Compliance Mandatory" policy?
- How can I add a picture or graphic to one of my policies?
- When a new policy is created or updated, and the Update Overview states “ Recommended,” who is recommending it and why are they recommending it?
- Why are there some policies that are not in the manual, such as Foreclosures or HR Policies?
- When the NCUA issues a new ruling, why doesn’t an update to the policy appear immediately in CU PolicyPro?
- I have a Word document that has parts that will not copy/paste. There is a jpeg image and an excel document embedded in the document. How can I get these into CU PolicyPro?
- Do I have to enter my information into the Key Fields database?
- Question: If I have “addendums” that I want to add to a policy such as sample letters, how do I do that and keep them in their original format?
- How do I remove the URL from the bottom of the printed policies?
- Some policies include numbered within brackets, such as [[2110-1]]. What do these mean and what are we supposed to do with them?
- How often should a credit union’s policies be reviewed by the Board?
- In the model policies, what is the difference between published date, revised date, and reviewed date?
- Why are some key fields listed as "not in use"?
- What polices are required by Federal regulation?
- We have a key field showing in the content, but it does not show in the key fields are below the content. What happened?
- Why doesn't the highlighted text in the policy print?
- Where can I find the sample/model policies?
- Is there anything in CU PolicyPro that I can use to track when our board needs to review our policies?
- Is there a way to link documents to a specific policy?
- How do I delete a policy (or policies) from the CU Policies Manual?
- I want to download our CU Policies manual into WORD. How do I do this?
- How can I find a specific policy I am looking for?
- Can model policy content be copied to Word?
- Why are some key fields listed as
- There used to be a printable version of all of the model policies. How can I get that?
- How can I add my existing policies to the manual?
- How can I tell if a policy in my CU Policies Manual is out of date?
- I have deleted a top level chapter folder in CU Policies and now I can't see any of the policies for that chapter. What do I need to do?
- Where do I find the redlined files for the policy updates?
- Can I track changes like in Word?
- What is the best way to email a policy?
- Can I use CU PolicyPro to keep track of my procedures?